TRUE Private Wealth Advisors’s Jacobs Solutions J Stock Holding History

TRUE Private Wealth Advisors’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-91	Closed	-$8K	–	472
2020 Q4	$8K	Hold	91	–	–	﹤0.01%	563
2020 Q3	$6K	Hold	91	–	–	﹤0.01%	546
2020 Q2	$6K	Hold	91	–	–	﹤0.01%	538
2020 Q1	$5K	Hold	91	–	–	﹤0.01%	522
2019 Q4	$6K	Buy	+91	New	+$6.89K	﹤0.01%	653
2019 Q3	–	Sell	-91	Closed	-$6K	–	486
2019 Q2	$6K	Buy	+91	New	+$5.87K	﹤0.01%	609
2018 Q4	–	Sell	-91	Closed	-$5.75K	–	595
2018 Q3	$5.75K	Buy	+91	New	+$5.34K	﹤0.01%	870

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors's J Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Jacobs Solutions (J) in Q1 2021, closing a stake of 91 shares — an estimated $8K sold.

TRUE Private Wealth Advisors first reported a position in J in Q3 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2020. 648 funds tracked by Wall St. Rank hold J as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Jacobs Solutions position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 91 Jacobs Solutions shares in Q1 2021, an estimated $8K.
TRUE Private Wealth Advisors first reported a position in Jacobs Solutions in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Jacobs Solutions position peaked at $8K in Q4 2020.
648 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.